Cassady Schiller Wealth Management Has a New Name
What Does That Mean to You?
Cassady Schiller Wealth Management officially became part of Mariner on January 31, 2025.
Headquartered in Overland Park, Kansas, Mariner is a nationwide financial services firm that advise on more than $258 billion in assets*. We believe Mariner’s strength, as well as its client-first focus, makes it a good fit for us but, most importantly, for you—our valued clients.
Elevated Care and Solutions
Over the last few years, we have invested significant time and resources toward establishing a business succession plan. This journey eventually led us to choose Mariner for several reasons, the first being seamless continuity for our clients. Mariner also has a shared business philosophy, a culture of philanthropy, a dynamic leadership team and a commitment to always serve clients in a fiduciary capacity. This synergy allows us to forge a true partnership that works for all parties involved.
Moreover, joining Mariner will enable us to sharpen our client-first focus by providing you with access to exceptional in-house resources, such as compliance, IT and operations. We believe you’ll also benefit from specialists in tax planning and preparation, retirement solutions, estate planning and more. Together, the elevated level of care and solutions we will be able to deliver will help you achieve your short- and long-term financial goals and objectives.
Prioritizing Your Needs
As we seek to make this transition as smooth as possible and ensure continuity of service, you can feel confident knowing that your wealth team in Cincinnati will be available to help you.
We are thrilled to partner with the Mariner team. As we embrace this exciting evolution, you have our assurance that our commitment to a holistic, client-centric philosophy is as strong as ever. We believe this affiliation will allow us to spend less time running the business and more time with our clients so we can prioritize the unique needs and aspirations of those we have the pleasure of serving.
*As of 11/30/2024 – includes assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC.